Finance and Accounting Case Studies

Client Extranet

International Financial Reporting Standards Client Extranet

Client Profile

A multinational professional services firm with 700+ offices in 100+ countries.  The firm provides assurance, financial audit, tax and advisory consulting services.


Company needed a way to efficiently consult with customers while transforming their business from GAAP accounting to IFRS accounting. Company was using massive spreadsheets, independent Word templates and unstructured email interactions which that did not portray the approach as a best in class solution.


We provided a client extranet and standard SharePoint Template that could be deployed for each client that reinforced the firms methodology in a way that allowed appropriate cross company collaboration, secured information sharing, automated collateral generation and predictable timelines.

Business Benefits

  • Allowed company to move off of spreadsheets and ad-hoc communications into a reinforceable business process
  • Provided secure way to store and communicate client accounting data
  • Centralized and automated data collection and document generation of GAAP to IFRS transition assessments
  • Presented a stronger company brand by bringing a solution to the table was current and innovative
sharepoint based extranet

Marketing Development Funds Management Solution

Client Profile

Global Telecommunications services and equipment provider to millions of consumers, businesses and other service providers in dozens of countries.


Cumbersome legacy process for managing joint marketing funds supplied  by original equipment manufactures (OEMs) across multiple regional markets and devices.  Funding requests,  funding approvals, and reconciliation  of available fund balances  needed accurate and timely  reporting to ensure funds did not “slip between the cracks.”


SharePoint/InfoPath based extranet for OEM partners, marketing employees and supply chain employees.  Workflow enable  request, viewing, editing, approval,  and feedback for all constituents.

Business Benefits

  • Tens of Millions $ of Marketing Funds managed by the solution
  • Audit trail of funding approvals
  • Online “ledger” for monthly funding reconciliation and visibility
  • Faster distribution of cooperative marketing funds to program management and product marketing
Retail Solution for Store SKU Price Management

Retail Solution for Store SKU Price Management

Client Profile

Global Telecom services and equipment provider to millions of consumers, businesses and other service providers in dozens of countries.


Complicated, error prone process for the national marketing organization to drive price changes down to regional retail stores. Labor intensive edits at the regional level made each price reset difficult.


SharePoint based input template allows multiple national marketing staff members of various roles to quickly and accurately drive pricing decisions down to the retail stores. This single collaborative input form is also used by regional administrators .  The output of the forms based solution accepts pricing changes by dealers  and is directly printable for in-store shelf labels.

Business Benefits

  • Annual Savings of ~14,000 hours for price resets
  • Business rules enabled for pricing authorization
  • Local dealer pricing agility
  • Improved pricing governance, tracking and visibility
  • Faster Time To Market


Corporate Finance deals with the sources of funding and the capital structure of corporations and the actions that managers take to increase the value of the firm to the shareholders, as well as the tools and analysis used to allocate financial resources. Although it is in principle different from managerial finance which studies the financial management of all firms, rather than corporations alone, the main concepts in the study of corporate finance are applicable to the financial problems of all kinds of firms. Corporate finance generally involves balancing risk and profitability, while attempting to maximize an entity’s wealth and the value of its stock, and generically entails three primary areas of capital resource allocation. In the first, “capital budgeting”, management must choose which “projects” (if any) to undertake. The discipline of capital budgeting may employ standard business valuation techniques or even extend to real options valuation; see Financial modeling. The second, “sources of capital” relates to how these investments are to be funded: investment capital can be provided through different sources, such as by shareholders, in the form of equity (privately or via an initial public offering), creditors, often in the form of bonds, and the firm’s operations (cash flow). Short-term funding or working capital is mostly provided by banks extending a line of credit. The balance between these elements forms the company’s capital structure. The third, “the dividend policy”, requires management to determine whether any unappropriated profit (excess cash) is to be retained for future investment / operational requirements, or instead to be distributed to shareholders, and if so in what form. Short term financial management is often termed “working capital management”, and relates to cash-, inventory- and debtors management.

Corporate finance also includes within its scope business valuation, stock investing, or investment management. An investment is an acquisition of an asset in the hope that it will maintain or increase its value over time that will in hope give back a higher rate of return when it comes to disbursing dividends. In investment management – in choosing a portfolio – one has to use financial analysis to determine what, how much and when to invest. To do this, a company must:

  • Identify relevant objectives and constraints: institution or individual goals, time horizon, risk aversion and tax considerations;
  • Identify the appropriate strategy: active versus passive hedging strategy
  • Measure the portfolio performance

Financial management overlaps with the financial function of the accounting profession. However, financial accounting is the reporting of historical financial information, while financial management is concerned with the allocation of capital resources to increase a firm’s value to the shareholders and increase their rate of return on the investments.

Financial risk management, an element of corporate finance, is the practice of creating and protecting economic value in a firm by using financial instruments to manage exposure to risk, particularly credit risk and market risk. (Other risk types include foreign exchange, shape, volatility, sector, liquidity, inflation risks, etc.) It focuses on when and how to hedge using financial instruments; in this sense it overlaps with financial engineering. Similar to general risk management, financial risk management requires identifying its sources, measuring it (see: Risk measure: Well known risk measures), and formulating plans to address these, and can be qualitative and quantitative. In the banking sector worldwide, the Basel Accords are generally adopted by internationally active banks for tracking, reporting and exposing operational, credit and market risks.


Accounting or accountancy is the measurement, processing and communication of financial information about economic entities. The modern field was established by the Italian mathematician Luca Pacioli, in 1494. Accounting, which has been called the “language of business”, measures the results of an organization’s economic activities and conveys this information to a variety of users including investors, creditors, management, and regulators. Practitioners of accounting are known as accountants. The terms accounting and financial reporting are often used as synonyms.

Accounting can be divided into several fields including financial accounting, management accounting, auditing, and tax accounting. Accounting information systems are designed to support accounting functions and related activities. Financial accounting focuses on the reporting of an organization’s financial information, including the preparation of financial statements, to external users of the information, such as investors, regulators and suppliers; and management accounting focuses on the measurement, analysis and reporting of information for internal use by management. The recording of financial transactions, so that summaries of the financials may be presented in financial reports, is known as bookkeeping, of which double-entry bookkeeping is the most common system.

Accounting is facilitated by accounting organizations such as standard-setters, accounting firms and professional bodies. Financial statements are usually audited by accounting firms, and are prepared in accordance with generally accepted accounting principles (GAAP). GAAP is set by various standard-setting organizations such as the Financial Accounting Standards Board (FASB) in the United States[1] and the Financial Reporting Council in the United Kingdom. As of 2012, “all major economies” have plans to converge towards or adopt the International Financial Reporting Standards (IFRS).

Danny RyanFinance and Accounting